Intel Pulls Back: Should the Foundry Business Be Split?

Intel dropped 6% in early trading after Taiwan Semiconductor Manufacturing denied recent speculation that TSMC is considering purchasing Intel’s foundry business. ----------- Is the pullback a good chance to add? Or the rally ends? What's your target price for Intel?

avatarWendyOneP
03-24
$Intel(INTC)$ Intel’s recent pullback has raised questions about whether its foundry business should be split to unlock more value. A separation could allow the foundry division to focus on its own growth and investments, without the legacy of Intel’s core semiconductor business. It might attract more specialized investors and streamline operations. However, splitting could also create execution risks, reduce economies of scale, and complicate Intel’s integrated approach. The decision hinges on how the foundry business evolves and whether it can stand independently in a competitive market.
Repost4
avatarJimmyHua
03-21
$Intel(INTC)$ Intel’s recent pullback reflects market skepticism about its foundry turnaround. Spinning off the foundry business could unlock shareholder value by allowing more focus on core chip design. However, the foundry unit’s heavy capital demands and slow profitability turnaround make it a tough call. A split might help streamline operations, but execution risks remain high. For now, staying cautious until clearer signs of foundry growth emerge seems prudent.
103
avatarJimmyHua
03-21
$Intel(INTC)$ Intel’s recent pullback reflects market skepticism about its foundry turnaround. Spinning off the foundry business could unlock shareholder value by allowing more focus on core chip design. However, the foundry unit’s heavy capital demands and slow profitability turnaround make it a tough call. A split might help streamline operations, but execution risks remain high. For now, staying cautious until clearer signs of foundry growth emerge seems prudent.
43
avatarAN88
03-20
Buy some and they should split low business 
RepostReply
avatarWendyOneP
03-20
$Intel(INTC)$ Intel board should make up their mind and get rid of the unpersuasive anti-IDM ppl who doesn't add much value in other areas. Their seats should be for open minded ppl capable of adding value to Intel ppl. That's the minimal condition to rehire Pat or any other good CEO for Intel.
Repost3
avatarMuthukumarP
03-19
Intel go go go 👍 worth to buy more 
RepostReply
avatar非一般股民
03-19
qq gogogo
RepostReply
avatarWendyOneP
03-19
$Intel(INTC)$ $Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ Intel’s recent rally reflects improving sentiment around its turnaround strategy and AI potential. Strong earnings guidance and progress in chip manufacturing are boosting investor confidence. However, macro headwinds and competition from AMD and NVIDIA remain key risks. If momentum holds and broader market conditions stay favorable, a push toward $30 looks achievable. Watch for volume and institutional support as confirmation.
32
avatar股市专家
03-19
Give some time to the veteran to steer this company forward! Buy low now:)
RepostReply
avataricycrystal
03-18
The game business has performed steadily, and revenue is expected to grow by more than 16% year-on-year.
RepostReply
avataricycrystal
03-18
Many institutions are optimistic about Tencent's performance, believing that it will have a stable performance in games, advertising, financial technology and other fields.
RepostReply
avatarOptionsAura
03-18

Tencent's Q4 financial report is about to be released! How to Play Options Strategy?

Tencent Holdings will release its latest quarterly earnings report on March 19.The market generally expects that Tencent Q4 is expected to achieve revenue of 168.435 billion yuan, a year-on-year increase of 8.53%; The expected earnings per share are 4.553 yuan, a year-on-year increase of 62.21%.Many institutions are optimistic about Tencent's performance, believing that it will have a solid performance in games, advertising, financial technology and other fields.More than 90% of analysts have given Tencent a "strong recommendation" rating. The average target price of institutions is HK $509, and the highest target price is HK $676.Looking forward to this performance,Investors are still focusing on the performance of game sector revenue, video account advertising and other high-margin busin
24Reply
Tencent's Q4 financial report is about to be released! How to Play Options Strategy?
avatarMillionaireTiger
03-18

Intel Soars 30% in 5 Days—Still Undervalued?

🚀 Intel soars 29.8% in just 5 days! Despite the rally, Intel’s stock is still trading at 1998 levels, with valuations remaining relatively low.Did you catch this breakout? Looks like some traders did! 👀🎉 Huge congrats to @WeiQi96 for locking in a 103.61% profit on an INTC call!🎉 Shoutout to @yibxn for an impressive 67.12% gain on an INTC call!👉 Got a winning strategy of your own? Share your golden trading tips in the comments below! 👇Who is Lip-Bu Tan?Lip-Bu Tan is a heavyweight in the semiconductor industry. As the founder of Walden International and former CEO of Cadence Design Systems, he led a decade of strong growth. He also sits on the board of AI firm
359
Intel Soars 30% in 5 Days—Still Undervalued?
avatarTiger Micky
03-18
Intel has climb significantly especially from last week after a steep dive since Trump stupid trade war especially with China. I had lock in partial gain last week @ 24. Currently has breached 26 & trying to establish momentum. If it can sustain around 28, there is a good chance to target 29-30. Hopefully!
RepostReply
avatarWendyOneP
03-18
$Intel(INTC)$ Intel’s recent surge reflects improving fundamentals and AI momentum. Strong demand for AI chips and expanding foundry services could boost revenue growth. Recent cost-cutting measures and operational efficiency are enhancing profitability. Positive guidance and increased institutional buying signal renewed confidence. Government support for domestic chip production adds long-term stability. A breakout above key technical levels could pave the way for a run toward $30.
Repost2
avatarSalmonsushi
03-17
$Intel(INTC)$  oh definitely the new ceo will flip the chart above with a golden cross and start a bull ride, drawing MC from tsmc and Nvidia. Are you ready for what's next?
RepostReply
avatarJimmyHua
03-17
$Intel(INTC)$ Intel, once the dominant leader in the chip industry, has been struggling in recent years.In 2024, Intel posted a full-year net loss of $18.8 billion, and its market value shrank by more than half. Layoffs, factory sales, declining performance, and being removed from the Dow Jones Index — bad news has been piling up. Amid the rise of competitors like NVIDIA and AMD, Intel seems to be stuck in a quagmire.At this critical moment, Intel’s board of directors made a significant decision: appointing Lip-Bu Tan as the new CEO, effective March 18.The 65-year-old Chinese-American had resigned from Intel's board of directors in August 2024, but has now been urgently recalled. Following the news, Intel’s stock price su
Repost1
avatarWendyOneP
03-17
$Intel(INTC)$ Question to Intel Employees: Thoughts on New CEO Lip-Bu Tan?Intel employees: I’ve seen past discussions mentioning that morale at Intel had taken a hit due to various ongoing issues and internal challenges. Now that Lip-Bu Tan has stepped in as the new CEO, I’m curious—how are you feeling?Given the critical importance of semiconductors and the fact that Intel remains the only major American semiconductor fab, I believe Intel is one of the most crucial companies for the next era of this nation. It would be great to hear if there’s a sense of optimism or renewed hope within the company following Tan’s appointment. Is there a noticeable shift in morale, or do concerns still linger?I’d appreciate hearing your pe
Repost1
avatarBullaroo
03-17

Intel: Can Lip-Bu Tan Engineer a True Turnaround?

Intel Corporation ( $Intel(INTC)$ ), once the undisputed king of the semiconductor world, has faced persistent headwinds over the past decade. From missed product timelines to losing technological leadership to rivals like AMD and Nvidia, the company has struggled to reclaim its former dominance. However, on March 18, 2025, Intel boldly steps by appointing Lip-Bu Tan as its new Chief Executive Officer. In the immediate aftermath, Intel’s stock surged 16%, signaling renewed investor optimism. But the critical question remains—can Tan lead Intel to a sustainable comeback, or will this be yet another temporary market rally? Market Reaction: Investor Euphoria vs. Structural Reality 1. Short-term Market Optimism As the former CEO of Cadence Design Syst
3288
Intel: Can Lip-Bu Tan Engineer a True Turnaround?
avatarjethro
03-16
Lip-Bu Tan's Appointment as Intel CEO:  Outlook Going Forward. Lip-Bu Tan as its new CEO, here's a look at the potential outlook: Potential Strengths: - Semiconductor Expertise: Tan's extensive experience in the semiconductor industry, including his successful tenure as CEO of Cadence Design Systems, provides him with deep knowledge of chip design, manufacturing, and market dynamics. This could be crucial for Intel's turnaround efforts. - Industry Connections: Tan's extensive network within the industry could be valuable for securing partnerships, attracting talent, and navigating complex supply chains. - Focus on Manufacturing: Tan's experience in manufacturing, particularly in his role overseeing Intel's manufacturing operations, could help address the company's manufacturing challe
12
Invest in Global Markets with Tiger Brokers!
Open App